Preview and troubleshooting import errors

The Preview window shows records at the top and the details for a selected
record at the bottom. QuickBooks displays OK in the Data Preview section for
records without errors, and Error for records for which it has detected a problem.
You can correct errors directly in the Preview window or you can correct them
later in the error log.

You set up an import by selecting an import file and mapping columns in the
import file to fields of QuickBooks data. For example, you might map the Customer
Name column in an import file to the Customer field in QuickBooks.

To do this task

If necessary, click the Set up Import tab.

Select the Excel or CSV file you want to import.

If you are importing an Excel file, specify which sheet in the Excel workbook contains the data you want to import.

If the import file contains a header row that labels the contents of each
column, select this data file has header rows.

If you select this option, the labels in the header row (for example,
first name, last name, and phone number) will be used to help you map
columns in the file to the corresponding QuickBooks data fields. It will
also ensure that the header row is not imported as data.

To correct errors in the Preview window

The error message that QuickBooks displays depends on the type of data that it expects for a particular data field. For example, if you entered 1234 in a field that requires the name of an account, QuickBooks displays "Invalid Account Type" in the Error field. If you leave a required field blank, such as the name of a customer, QuickBooks displays "The blank is not allowed in this field."